Changing the filter in pivot requires report refresh to reflect the changes
Hello, I'm using the customized pivot table for Portfolio Management and I need to add and remove multiple filters several times a day. Each time I change something in filter, page asks me to refresh the report to reflect the filter changes. That'...
9 months ago
It is possible to configure every single email related to the Ideas (public) portal, except for the one customers get when they first sign up to the portal (so not via an invite, just through submitting an idea). We need to be able to customise th...
7 days ago
in Ideas portal
Allow "click and drag" to select multiple records for bulk actions
It is great that I can select multiple records using the "command" key (Mac). I would love it if I could use my mouse to "click and drag" to select multiple records, similarly to how I would select multiple objects on a whiteboard. This would be r...
It would be useful to add conditions to the new automation rules feature to allow for more targeted behavior. For example in my internal ideas portal, I have an approval step in the ideas workflow between "needs review" and the next step in the pr...
over 2 years ago